Manager of Savings and Investments Jobs in Ontario
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
Reporting into the Vice President of Wealth Management Strategy & Transformation, the Sr....
banking, wealth management and private banking, corporate and investment banking, and capital markets....
About Klick Health Meet a different kind of workplace. Klick Health is an ecosystem of brilliant minds working to realize the full potential of their people and clients in life sciences since...
Remote WorkManagement and Mackenzie Investments partnering up with external suppliers and vendors....
We are seeking a talented individual to join our Wealth Investment Consulting team at Mercer. This role will be based in London, and it is a hybrid role with a requirement of working at least...
Director, Wealth Management Platform Financial Control
- Toronto, ON
- 28 days ago
- Toronto, ON
- 28 days ago
This team is responsible for our global financial close process and establishes the overall control framework for Wealth Management....
Associate, Investment Banking, BMO Capital Markets
- Toronto, ON
- 30+ days ago
- Toronto, ON
- 30+ days ago
Knowledge of capital markets, investment banking products and applicable regulations. Credit analysis experience/ understanding considered an asset....
banking, wealth management and private banking, corporate and investment banking, and capital markets....
As a wealth management advisor at Desjardins Ontario Credit Union, youre responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure theyre...
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Ontario
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Ontario offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Modeling
- Asset Management
- Presentation
- Collaboration
- Property Management
- Flexibility
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Real Estate Management
- Lease Negotiation
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Negotiation
- Written Communication
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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